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Help with rolling roth from ameriprise to vanguard?
11-17-2010, 06:05 PM
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#1
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Recycles dryer sheets
Join Date: Jul 2010
Posts: 51
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Help with rolling roth from ameriprise to vanguard?
Do i need to contact ameriprise at all during the rollover process or will vanguard take care of it all? Do i call ameriprise and tell them i would like to close my accounts? i really don' t know how it work so i could use a little help?
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11-17-2010, 06:08 PM
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#2
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Gone but not forgotten
Join Date: Aug 2006
Posts: 6,924
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Quote:
Originally Posted by dooo42
Do i need to contact ameriprise at all during the rollover process or will vanguard take care of it all? Do i call ameriprise and tell them i would like to close my accounts? i really don' t know how it work so i could use a little help?
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I don't know all the details, but start with Vanguard.
__________________
"Knowin' no one nowhere's gonna miss us when we're gone..."
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11-17-2010, 06:09 PM
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#3
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Moderator Emeritus
Join Date: Feb 2004
Location: minnesota
Posts: 13,228
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When I did a rollover I only talked to Vanguard, which was getting my rollover IRA. The other broker did call me. I missed the call and never called back.
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No more lawyer stuff, no more political stuff, so no more CYA
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11-17-2010, 06:36 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,684
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Already been said, but it is best to work with the broker that will be receiving the accounts. Just call Vanguard and they should lead you through it. They will likely make the process as easy as possible for you.
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11-17-2010, 06:41 PM
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#5
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,000
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Vanguard has done this many thousands of times. Like the folks above say, call them and they will guide you.
__________________
Numbers is hard
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11-17-2010, 08:57 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Feb 2003
Location: Nomadic in the Rockies
Posts: 2,720
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Yup, call the people receiving the money. They are experienced and—more importantly—motivated. They'll point you to the right forms to sign to make it as quick and painless as possible (for them, and as a result, you).
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11-18-2010, 06:25 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2007
Posts: 14,328
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Ameriprise will probably take a pound of flesh as you exit. If you want to know the damages in advance, you'll probably have to ask them. Otherwise, hold your nose and let Vanguard to the dirty work.
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